Introduction

Do you need to export the customer information from your CRM database as a .csv file to edit and print it later? You can do it right on the portal. Just follow these easy steps.

Step 1. Access the CRM

Enter your portal and click the CRM link.

In case you have already logged in to the portal and been using it for some time, to access the CRM module from any portal page, use the drop-down list in the top left corner of the page and select the corresponding option.

Step 2. Filter your database information

By default, all the available companies and persons are displayed in the Contacts list. If you wish to export all of them, just proceed to the Step 3. If you need to export certain contacts, please make use of our filter at the top of the page.

Click the button and select one of the options:

MANAGER is used to display the contacts assigned to you or to any other CRM user;

CREATION DATE is used to display the contacts with the specified creation date within the specified period of time: Last month, Yesterday, Today, This month or any other custom period;

ACCESSIBILITY is used to display all public or restricted contacts;

SHOW is used to display all companies or all persons only, or show the contacts with opportunities;

TEMPERATURE LEVEL is used to display the contacts of a certain temperature level only. The default levels are: cold, warm or hot;

CONTACT TYPES is used to display the contacts of a certain type only. The default types are: Client, Competitor, Partner, Supplier;

WITH TAG is used to display the contacts with a specified tag only.

You can also use the wildcards to filter your contacts:

use the question mark ? to perform the single-character wildcard search. For example, when you use the Sm?th query, it will return results for Smith and Smyth.

use the asterisk * to perform the multiple-character wildcard search. For example, to search for all the words beginning with O, use the O* query

use the tilde ~ at the end of the word to search for the words similar in spelling.

Step 3. Open and edit your contact list

When the list is built, click the button next to the Create button in the upper left corner and select the Export current list to CSV-file option from the drop-down list.

The contacts.csv file will be automatically saved in the My Documents folder of the Documents module. Click the Open link if you want to edit the list containing all the available contact information using the online Spreadsheet Editor. Format the list as you wish using the Home tab of the Top Toolbar. This tab provides many of most common text formatting commands such as font style, font color, alignment, etc.

For more information about the Spreadsheet Editor use, refer to this section.

Step 4. Save your contact list

By default, when you work on your document, Spreadsheet Editor automatically saves it each 2 seconds preventing the data loss in case of the unexpected program closing. If you previously disabled the Autosave option, you can save the file manually. To do that,

click the Save icon at the top toolbar, or

use the Ctrl+S key combination, or

switch to the File tab at the top toolbar and select the Save option at the left sidebar.

The contacts.csv file can be found in the My Documents folder of the Documents module.

To download the resulting file onto your computer hard disk drive,

switch to the File tab at the top toolbar,

select the Download as... option at the left sidebar,

choose one of the available formats depending on your needs: XLSX, PDF, ODS, CSV.

By default, the created file will be saved in the Downloads folder on your hard disk drive.